Use Landscape Mode

Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Sbi Long Term Equity Fund 1
58.89% 28.80% 22.23% 17.15% 17.35% 60.02% 29.64% 23.01% 17.92% 18.09% 13.34% -10.25% -12.35% 8.62% 0.95 0.71 1.32
Hdfc Taxsaver 2
45.32% 27.42% 18.08% 13.88% 15.44% 46.19% 28.20% 18.78% 14.59% 16.15% 11.87% -6.28% -11.74% 8.91% 0.87 0.81 1.40
Quant Tax Plan 3
57.97% 29.26% 32.33% 24.21% 25.67% 59.68% 31.28% 34.52% 25.83% 26.94% 16.60% -12.73% -19.99% 15.75% 0.88 0.67 1.25
Motilal Oswal Long Term … 4
58.94% 26.30% 21.49% 16.11% % 60.86% 27.86% 23.05% 17.60% % 13.73% -15.77% -13.82% 5.11% 0.93 0.58 1.03
Bank Of India Tax Advant… 5
54.38% 25.07% 26.34% 19.98% 19.40% 55.95% 26.40% 27.72% 21.36% 20.88% 14.16% -16.59% -15.72% 5.72% 0.96 0.56 1.06
Franklin India Taxshield 6
44.98% 23.30% 18.24% 14.65% 16.70% 46.19% 24.33% 19.28% 15.69% 17.76% 12.82% -11.97% -13.26% 3.73% 0.93 0.52 1.00
Parag Parikh Tax Saver F… 7
31.98% 22.12% % % % 33.43% 23.65% % % % 10.06% -7.38% -11.40% 8.99% 0.65 0.72 1.29
Iti Long Term Equity Fund 8
54.90% 19.95% % % % 57.72% 22.35% % % % 12.80% -17.82% -11.90% 1.58% 0.84 0.43 0.73
Nippon India Tax Saver (… 9
44.56% 22.91% 15.86% 10.85% 14.90% 45.54% 23.77% 16.67% 11.70% 15.78% 13.03% -10.23% -13.88% 3.37% 0.97 0.49 0.90
Kotak Tax Saver Fund 10
39.12% 22.05% 19.62% 15.50% 18.23% 40.85% 23.66% 21.17% 16.96% 19.73% 11.42% -9.96% -13.60% 3.95% 0.82 0.51 0.97
Idfc Tax Advantage (Elss… 11
36.85% 22.33% 20.35% 16.51% 18.26% 38.41% 23.76% 21.73% 17.87% 19.68% 12.78% -11.04% -18.59% 6.02% 0.86 0.51 1.04
Jm Tax Gain Fund 12
50.64% 24.13% 21.42% 16.88% 18.65% 52.30% 25.32% 22.48% 17.86% 19.93% 13.37% -14.82% -13.70% 2.27% 0.94 0.46 0.86
Quantum Tax Saving Fund 13
40.38% 19.06% 15.14% 12.39% % 41.72% 19.83% 15.81% 12.93% 14.55% 11.74% -9.00% -14.71% 4.58% 0.82 0.40 0.76
Taurus Tax Shield 14
36.58% 19.97% 16.15% 14.07% 15.12% 37.48% 20.79% 16.97% 14.83% 15.99% 11.43% -9.55% -15.63% 4.59% 0.75 0.44 0.88
Dsp Tax Saver Fund 15
43.63% 21.60% 20.08% 15.98% 18.52% 44.95% 22.75% 21.23% 17.13% 19.60% 12.83% -11.23% -14.43% 1.94% 0.92 0.46 0.85
Union Long Term Equity F… 16
36.70% 21.10% 19.38% 14.93% 14.60% 37.89% 22.09% 20.17% 15.69% 15.39% 11.96% -11.42% -12.60% 2.82% 0.86 0.48 0.90
Icici Prudential Long Te… 17
35.30% 19.29% 16.43% 14.02% 15.57% 36.17% 20.11% 17.23% 14.92% 16.59% 12.25% -11.58% -13.13% 1.04% 0.89 0.41 0.78
Hsbc Tax Saver Equity Fu… 18
42.40% 20.81% 16.99% 12.64% 15.24% 43.77% 22.19% 18.39% 13.84% 16.34% 13.45% -12.82% -15.31% 0.68% 0.96 0.37 0.73
Indiabulls Tax Savings F… 19
37.61% 18.21% 14.25% % % 39.61% 20.14% 16.38% % % 12.77% -11.56% -13.13% -1.51% 0.94 0.33 0.63
Mahindra Manulife Elss K… 20
33.94% 20.29% 17.80% 12.79% % 36.08% 22.32% 19.78% 14.86% % 12.86% -11.38% -13.59% 1.67% 0.92 0.41 0.77
Edelweiss Long Term Equi… 21
34.71% 18.83% 16.33% 12.48% 14.57% 36.96% 20.86% 18.32% 14.31% 16.09% 12.53% -11.83% -13.48% -0.33% 0.91 0.35 0.68
Mirae Asset Tax Saver Fu… 22
35.02% 18.59% 19.48% 17.18% % 36.37% 19.94% 21.05% 18.72% % 12.18% -11.24% -12.90% 0.80% 0.89 0.37 0.70
Shriram Long Term Equity… 23
38.61% 18.19% 15.77% % % 40.91% 20.26% 17.89% % % 12.76% -12.36% -13.44% -1.19% 0.91 0.33 0.61
Tata India Tax Savings F… 24
34.07% 19.65% 16.94% 14.05% % 35.57% 21.08% 18.45% 15.54% % 12.79% -10.19% -13.28% 2.82% 0.93 0.37 0.69
Baroda Bnp Paribas Elss … 25
44.87% % % % % 46.59% % % % % % % % %
Canara Robeco Equity Tax… 26
32.27% 18.12% 19.19% 16.43% 16.75% 33.82% 19.63% 20.60% 17.69% 17.83% 12.50% -12.90% -12.02% 0.48% 0.92 0.36 0.66
Invesco India Tax Plan 27
41.65% 18.14% 17.25% 14.84% 16.98% 43.34% 19.60% 18.69% 16.36% 18.65% 13.36% -17.68% -16.17% -0.99% 0.93 0.29 0.58
Sundaram Diversified Equ… 28
27.58% 18.02% 14.38% 10.89% 14.41% 28.32% 18.70% 14.96% 11.47% 14.95% 12.16% -9.16% -11.38% 0.36% 0.88 0.38 0.68
Pgim India Elss Tax Save… 29
22.89% 17.61% 16.53% 13.36% % 24.70% 19.28% 18.15% 15.08% % 11.67% -10.36% -13.90% 1.88% 0.81 0.38 0.73
Lic Mf Tax Plan 30
31.92% 17.73% 15.33% 13.12% 14.71% 33.35% 19.07% 16.66% 14.45% 15.91% 12.29% -12.86% -12.03% -0.12% 0.84 0.34 0.62
Uti Long Term Equity Fun… 31
31.85% 16.00% 16.47% 12.94% 14.50% 33.21% 17.17% 17.61% 14.02% 15.59% 12.59% -14.61% -14.32% -1.89% 0.87 0.26 0.48
Sundaram Tax Savings Fund 32
34.65% % % % % 35.38% % % % % % % % %
Aditya Birla Sun Life Ta… 33
33.13% 12.18% 11.17% 10.33% 14.59% 34.16% 13.10% 12.13% 11.36% 15.62% 11.69% -13.67% -14.07% -5.63% 0.84 0.10 0.17
Navi Elss Tax Saver Fund 34
28.40% 15.99% 13.02% 10.77% % 30.89% 18.22% 15.12% 12.78% % 12.23% -13.92% -14.83% -1.25% 0.88 0.25 0.49
Axis Long Term Equity Fu… 35
31.19% 12.12% 14.40% 13.37% 16.10% 32.18% 13.02% 15.34% 14.37% 17.24% 15.57% -22.81% -20.17% -7.38% 1.03 0.14 0.23

Return Calculated On: 03 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Tax Relief '96 15975.6 13937.57 50824.8 45426.64 101892.0 85819.98 167118.0 127981.39 468336.0 220304.88 1481364.0 508828.68
Baroda BNP Paribas Elss Fund 17384.4 14757.08
Bank Of India Tax Advantage Fund 18525.6 15502.01 70423.2 55073.41 193110.0 122702.76 300720.0 197578.16 706668.0 353630.64 2238534.0 779359.32
Canara Robeco Equity Tax Saver Fund 15872.4 13918.76 59324.4 47066.58 144318.0 100603.02 243625.2 163601.59 564396.0 288156.36 2085462.0 650204.28
DSP Tax Saver Fund 17235.6 14539.34 64728.0 50642.71 149784.0 108355.14 237090.0 171759.42 656112.0 305994.36 2308086.0 734886.0
Edelweiss Long Term Equity Fund (Tax Savings) 16165.2 14044.09 60400.8 48032.24 127824.0 98264.34 191301.6 150034.75 467796.0 251848.92 1401156.0 550397.7
Navi Elss Tax Saver Fund 15408.0 13376.4 56170.8 45386.35 110670.0 90302.58 171914.4 136541.24
Franklin India Taxshield 17397.6 14538.6 67485.6 51629.47 138678.0 109535.88 218660.4 167455.26 562284.0 282415.8 1999548.0 658017.18
HDFC Taxsaver 17438.4 14660.23 74480.4 53808.41 137706.0 113318.64 208588.8 169876.39 504492.0 282191.4 1849662.0 609714.9
HSBC Tax Saver Equity Fund 17088.0 14502.36 63468.0 49595.76 131508.0 101998.62 193275.6 154580.58 495792.0 262421.88 1658700.0 588141.9
ICICI Prudential Long Term Equity Fund (Tax Saving) 16236.0 13997.41 61117.2 47789.17 128376.0 99951.36 210394.8 155831.59 510252.0 265022.64 622411.74
IDFC Tax Advantage (Elss) Fund 16422.0 13942.84 65905.2 49480.74 151506.0 111939.42 244767.6 173600.11 642024.0 308597.76 2150172.0 737336.34
Indiabulls Tax Savings Fund 16513.2 14330.09 59464.8 48547.55 116790.0 95120.82
Invesco India Tax Plan 16998.0 14274.79 59364.0 48355.67 132984.0 98809.08 221306.4 154483.73 575796.0 271073.28 2173356.0 653793.84
ITI Long Term Equity Fund 18588.0 15428.26 62132.4 53907.84
JM Tax Gain Fund 18076.8 15073.4 68860.8 53381.2 158358.0 113005.14 250269.6 178928.23 663480.0 318514.56 1634202.0 702801.18
Kotak Tax Saver Fund 16694.4 14525.14 65451.6 50901.23 146934.0 107683.92 230294.4 170428.52 640452.0 299987.88 1798920.0 660146.58
LIC Mf Tax Plan 15830.4 13811.84 58748.4 46867.5 122436.0 93978.66 199096.8 144978.96 473244.0 246760.08 1202418.0 517845.06
Mahindra Manulife Elss Kar Bachat Yojana 16072.8 13875.38 62665.2 47985.26 136086.0 102248.58 195039.6 155993.21
Mirae Asset Tax Saver Fund 16202.4 14003.1 60037.2 47854.22 146076.0 102816.6 254864.4 166298.75
Motilal Oswal Long Term Equity Fund (Moflte) 19072.8 15657.67 72532.8 56489.44 158826.0 117275.64 238980.0 179570.08
Parag Parikh Tax Saver Fund 15837.6 13880.74 65559.6 49275.47
Quant Tax Plan 18956.4 15609.41 77756.4 56278.62 243486.0 145530.18 383241.6 245147.53 1178940.0 473406.96 2340270.0 1024441.38
Nippon India Tax Saver (Elss) Fund 17347.2 14645.64 66841.2 51414.37 125286.0 107646.84 172704.0 155385.05 481068.0 248595.12 1825974.0 583733.52
SBI Long Term Equity Fund 19066.8 15512.71 76917.6 57978.72 163680.0 123912.42 254301.6 191198.36 594372.0 319688.4 1891206.0 696785.4
Shriram Long Term Equity Fund 16633.2 14384.64 59428.8 48674.52 124800.0 95763.24
Sundaram Diversified Equity 15309.6 13472.95 59176.8 46080.4 117456.0 94886.76 173182.8 142262.9 460992.0 240237.84 1285452.0 510665.58
Sundaram Tax Savings Fund 16158.0 13986.2
Tata India Tax Savings Fund 16088.4 13865.99 61668.0 47897.71 131184.0 99104.82 210873.6 154275.91
Taurus Tax Shield 16389.6 14093.28 62154.0 49700.09 126858.0 100140.66 211100.4 153763.6 490512.0 266302.44 1543554.0 554507.1
Union Long Term Equity Fund 16404.0 14020.08 63932.4 48653.39 145464.0 104054.82 222541.2 164434.45 468708.0 272148.24
UTI Long Term Equity Fund (Tax Saving) 15822.0 13680.31 56188.8 45471.85 128568.0 94772.1 196938.0 147474.52 464916.0 250876.08 1356642.0 531315.54
PGIM India Elss Tax Saver Fund 14746.8 13248.0 58564.8 45033.01 128934.0 96168.72 202078.8 149914.21
Quantum Tax Saving Fund 16845.6 14306.82 60764.4 49571.39 121410.0 101415.0 190293.6 152231.6
Axis Long Term Equity Fund 15742.8 13976.47 50738.4 44665.31 117570.0 87784.86 202188.0 138343.38 534000.0 244357.08

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Tax Relief '96 16099.2 13997.65 52077.6 45997.02 106374.0 87793.92 178374.0 132333.43 512424.0 232287.84
Baroda BNP Paribas Elss Fund 17590.8 14856.94
Bank Of India Tax Advantage Fund 18714.0 15593.09 72709.2 56057.18 203886.0 126754.14 325726.8 206834.71 799476.0 380010.6
Canara Robeco Equity Tax Saver Fund 16058.4 14009.63 61635.6 48020.62 153066.0 104301.54 262701.6 171718.18 618840.0 307340.28
DSP Tax Saver Fund 17394.0 14615.64 66585.6 51423.73 157080.0 111411.3 254016.0 178617.52 718572.0 324414.24
Edelweiss Long Term Equity Fund (Tax Savings) 16435.2 14177.14 63547.2 49366.22 139122.0 103183.86 214258.8 160461.5 533484.0 275740.08
Navi Elss Tax Saver Fund 15706.8 13522.9 59486.4 46817.21 121332.0 95314.38 194896.8 146955.56
Franklin India Taxshield 17542.8 14604.31 69184.8 52339.18 144858.0 112285.56 232999.2 173413.3 615612.0 297853.32
HDFC Taxsaver 17542.8 14710.61 75852.0 54360.11 141852.0 115328.4 217954.8 174016.16 536088.0 292518.96
HSBC Tax Saver Equity Fund 17252.4 14577.13 65682.0 50469.95 139560.0 105441.72 208093.2 161669.76 545220.0 279109.32
ICICI Prudential Long Term Equity Fund (Tax Saving) 16340.4 14049.41 62373.6 48298.54 132858.0 101909.16 222339.6 160319.8 556824.0 277920.36
IDFC Tax Advantage (Elss) Fund 16609.2 14033.95 68245.2 50438.05 160350.0 115863.18 265549.2 182023.46 723564.0 331327.56
Indiabulls Tax Savings Fund 16753.2 14445.25 62431.2 49805.6 128076.0 100270.86
Invesco India Tax Plan 17200.8 14372.38 61585.2 49302.72 141312.0 102334.5 242617.2 162483.05 663624.0 293918.28
ITI Long Term Equity Fund 18926.4 15590.39 65937.6 55598.94
JM Tax Gain Fund 18276.0 15174.68 70855.2 54286.02 165390.0 116132.7 265347.6 185530.3 738912.0 338203.08
Kotak Tax Saver Fund 16902.0 14627.0 68068.8 51988.57 156702.0 111872.22 251496.0 179593.18 726300.0 324459.12
LIC Mf Tax Plan 16002.0 13901.08 60778.8 47712.64 129660.0 97091.82 216056.4 151785.73 525288.0 263628.72
Mahindra Manulife Elss Kar Bachat Yojana 16329.6 14000.39 65887.2 49299.66 147954.0 107379.66 221524.8 167078.18
Mirae Asset Tax Saver Fund 16364.4 14081.1 62114.4 48696.26 155934.0 106521.36 279190.8 175295.23
Motilal Oswal Long Term Equity Fund (Moflte) 19303.2 15766.61 75254.4 57633.95 169272.0 121617.12 261240.0 188881.48
Parag Parikh Tax Saver Fund 16011.6 13966.68 68050.8 50262.59
Quant Tax Plan 19161.6 15702.55 81453.6 57542.29 264312.0 153081.06 419496.0 261831.86 1303896.0 512457.36
Nippon India Tax Saver (Elss) Fund 17464.8 14701.79 68259.6 52000.88 129720.0 109855.5 182196.0 159737.59 519468.0 259338.36
SBI Long Term Equity Fund 19202.4 15575.81 78433.2 58634.03 168978.0 126326.4 266288.4 196296.83 633036.0 332125.2
Shriram Long Term Equity Fund 16909.2 14518.09 62622.0 50046.23 136650.0 100687.14
Sundaram Diversified Equity 15398.4 13516.46 60210.0 46513.73 120456.0 96393.18 179676.0 145244.82 483276.0 247460.16
Sundaram Tax Savings Fund 16245.6 14029.51
Tata India Tax Savings Fund 16268.4 13953.35 63903.6 48818.16 139932.0 102696.72 230823.6 162381.32
Taurus Tax Shield 16497.6 14146.66 63446.4 50252.36 131364.0 102132.18 221205.6 158040.71 528876.0 277969.8
Union Long Term Equity Fund 16546.8 14089.24 65520.0 49340.77 150372.0 106426.38 232990.8 169190.2 502032.0 283653.36
UTI Long Term Equity Fund (Tax Saving) 15985.2 13760.87 57906.0 46226.45 134994.0 97556.4 210420.0 153400.63 511128.0 265643.64
PGIM India Elss Tax Saver Fund 14964.0 13357.36 61088.4 46119.24 138162.0 100177.56 224565.6 158913.05
Quantum Tax Saving Fund 17006.4 14392.36 61952.4 50182.67 125016.0 103313.16 196770.0 155771.95 466680.0 261356.76 1836774.0 577100.7
Axis Long Term Equity Fund 15861.6 14035.9 51973.2 45215.39 122454.0 89787.96 215065.2 143031.5 588696.0 257902.68

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Tax Relief '96

-14.07 -13.67 -5.03 11.69 8.18

Baroda Bnp Paribas Elss Fund

Bank Of India Tax Advantage Fund

-15.72 -16.59 -5.83 14.16 10.24

Canara Robeco Equity Tax Saver Fund

-12.02 -12.90 -4.27 12.50 8.41

Dsp Tax Saver Fund

-14.43 -11.23 -5.61 12.83 8.93

Edelweiss Long Term Equity Fund (Tax Savings)

-13.48 -11.83 -4.49 12.53 8.79

Navi Elss Tax Saver Fund

-14.83 -13.92 -5.36 12.23 8.71

Franklin India Taxshield

-13.26 -11.97 -4.70 12.82 9.17

Hdfc Taxsaver

-11.74 -6.28 -3.05 11.87 8.35

Hsbc Tax Saver Equity Fund

-15.31 -12.82 -5.24 13.45 9.63

Icici Prudential Long Term Equity Fund (Tax Saving)

-13.13 -11.58 -4.68 12.25 8.57

Idfc Tax Advantage (Elss) Fund

-18.59 -11.04 -5.19 12.78 9.55

Indiabulls Tax Savings Fund

-13.13 -11.56 -5.19 12.77 8.76

Invesco India Tax Plan

-16.17 -17.68 -4.53 13.36 9.68

Iti Long Term Equity Fund

-11.90 -17.82 -9.27 12.80 8.12

Jm Tax Gain Fund

-13.70 -14.82 -5.03 13.37 9.34

Kotak Tax Saver Fund

-13.60 -9.96 -3.27 11.42 8.11

Lic Mf Tax Plan

-12.03 -12.86 -4.83 12.29 8.22

Mahindra Manulife Elss Kar Bachat Yojana

-13.59 -11.38 -4.15 12.86 8.94

Mirae Asset Tax Saver Fund

-12.90 -11.24 -4.41 12.18 8.50

Motilal Oswal Long Term Equity Fund (Moflte)

-13.82 -15.77 -6.06 13.73 9.32

Parag Parikh Tax Saver Fund

-11.40 -7.38 -2.58 10.06 7.11

Quant Tax Plan

-19.99 -12.73 -7.06 16.60 11.74

Nippon India Tax Saver (Elss) Fund

-13.88 -10.23 -4.86 13.03 9.05

Sbi Long Term Equity Fund

-12.35 -10.25 -4.42 13.34 9.66

Shriram Long Term Equity Fund

-13.44 -12.36 -4.35 12.76 8.65

Sundaram Diversified Equity

-11.38 -9.16 -3.52 12.16 8.20

Sundaram Tax Savings Fund

Tata India Tax Savings Fund

-13.28 -10.19 -4.82 12.79 8.79

Taurus Tax Shield

-15.63 -9.55 -3.55 11.43 8.26

Union Long Term Equity Fund

-12.60 -11.42 -4.43 11.96 8.43

Uti Long Term Equity Fund (Tax Saving)

-14.32 -14.61 -4.26 12.59 8.54

Pgim India Elss Tax Saver Fund

-13.90 -10.36 -4.28 11.67 8.19

Quantum Tax Saving Fund

-14.71 -9.00 -3.90 11.74 8.18

Axis Long Term Equity Fund

-20.17 -22.81 -8.05 15.57 10.26

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Tax Relief '96

0.17
0.10
0.41
0.39
-5.63
0.84
0.91
0.02
0.85
-8.4877

Baroda Bnp Paribas Elss Fund

Bank Of India Tax Advantage Fund

1.06
0.56
0.89
0.38
5.72
0.96
0.80
0.16
1.78
4.9079

Canara Robeco Equity Tax Saver Fund

0.66
0.36
0.72
0.40
0.48
0.92
0.92
0.09
1.37
-0.8006

Dsp Tax Saver Fund

0.85
0.46
0.91
0.38
1.94
0.92
0.90
0.12
1.57
0.5358

Edelweiss Long Term Equity Fund (Tax Savings)

0.68
0.35
0.77
0.38
-0.33
0.91
0.91
0.09
1.40
-2.0376

Navi Elss Tax Saver Fund

0.49
0.25
0.58
0.39
-1.25
0.88
0.87
0.07
1.19
-3.2726

Franklin India Taxshield

1.00
0.52
0.97
0.38
3.73
0.93
0.92
0.14
1.72
2.4782

Hdfc Taxsaver

1.40
0.81
1.55
0.38
8.91
0.87
0.94
0.19
2.11
6.5525

Hsbc Tax Saver Equity Fund

0.73
0.37
0.79
0.39
0.68
0.96
0.90
0.10
1.46
-0.0351

Icici Prudential Long Term Equity Fund (Tax Saving)

0.78
0.41
0.82
0.38
1.04
0.89
0.92
0.11
1.50
-0.9829

Idfc Tax Advantage (Elss) Fund

1.04
0.51
1.03
0.37
6.02
0.86
0.81
0.15
1.77
3.6442

Indiabulls Tax Savings Fund

0.63
0.33
0.75
0.38
-1.51
0.94
0.95
0.09
1.34
-2.6463

Invesco India Tax Plan

0.58
0.29
0.57
0.37
-0.99
0.93
0.85
0.08
1.30
-2.3021

Iti Long Term Equity Fund

0.73
0.43
0.63
0.41
1.58
0.84
0.76
0.11
1.44
-1.2611

Jm Tax Gain Fund

0.86
0.46
0.80
0.40
2.27
0.94
0.86
0.12
1.59
1.1484

Kotak Tax Saver Fund

0.97
0.51
0.97
0.40
3.95
0.82
0.90
0.14
1.69
0.6927

Lic Mf Tax Plan

0.62
0.34
0.69
0.41
-0.12
0.84
0.82
0.09
1.34
-3.0250

Mahindra Manulife Elss Kar Bachat Yojana

0.77
0.41
0.85
0.39
1.67
0.92
0.91
0.11
1.50
0.2788

Mirae Asset Tax Saver Fund

0.70
0.37
0.79
0.36
0.80
0.89
0.94
0.10
1.43
-1.1734

Motilal Oswal Long Term Equity Fund (Moflte)

1.03
0.58
0.88
0.41
5.11
0.93
0.81
0.15
1.75
3.8894

Parag Parikh Tax Saver Fund

1.29
0.72
1.24
0.38
8.99
0.65
0.74
0.20
2.01
2.7233

Quant Tax Plan

1.25
0.67
1.31
0.35
15.75
0.88
0.47
0.24
1.93
13.9160

Nippon India Tax Saver (Elss) Fund

0.90
0.49
1.00
0.38
3.37
0.97
0.94
0.12
1.61
2.9114

Sbi Long Term Equity Fund

1.32
0.71
1.31
0.39
8.62
0.95
0.89
0.19
2.03
7.6786

Shriram Long Term Equity Fund

0.61
0.33
0.71
0.39
-1.19
0.91
0.89
0.09
1.33
-2.8543

Sundaram Diversified Equity

0.68
0.38
0.86
0.38
0.36
0.88
0.94
0.09
1.41
-1.6502

Sundaram Tax Savings Fund

Tata India Tax Savings Fund

0.69
0.37
0.84
0.38
2.82
0.93
0.88
0.09
1.39
1.7964

Taurus Tax Shield

0.88
0.44
0.94
0.37
4.59
0.75
0.77
0.13
1.61
0.2373

Union Long Term Equity Fund

0.90
0.48
0.89
0.38
2.82
0.86
0.91
0.13
1.62
0.3188

Uti Long Term Equity Fund (Tax Saving)

0.48
0.26
0.57
0.41
-1.89
0.87
0.85
0.07
1.19
-4.0932

Pgim India Elss Tax Saver Fund

0.73
0.38
0.82
0.39
1.88
0.81
0.85
0.11
1.45
-1.4576

Quantum Tax Saving Fund

0.76
0.40
0.90
0.37
4.58
0.82
0.82
0.11
1.46
1.9454

Axis Long Term Equity Fund

0.23
0.14
0.35
0.42
-7.38
1.03
0.78
0.03
0.94
-6.7956

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Tax Relief '96
-0.69%
-0.09%
2.42%
5.98%
20.45%
33.13%
12.18%
11.17%
10.33%
14.59%
15.09%
Baroda BNP Paribas Elss Fund
-0.48%
0.55%
3.75%
8.50%
28.20%
44.87%
%
%
%
%
%
Bank Of India Tax Advantage Fund
-0.58%
-0.08%
2.90%
10.25%
34.99%
54.38%
25.07%
26.34%
19.98%
19.40%
18.30%
Canara Robeco Equity Tax Saver Fund
-0.67%
0.06%
1.74%
5.95%
20.65%
32.27%
18.12%
19.19%
16.43%
16.75%
17.74%
DSP Tax Saver Fund
-0.37%
0.47%
3.93%
6.53%
26.22%
43.63%
21.60%
20.08%
15.98%
18.52%
18.54%
Edelweiss Long Term Equity Fund (Tax Savings)
-0.70%
-0.16%
1.41%
6.25%
22.00%
34.71%
18.83%
16.33%
12.48%
14.57%
14.66%
Navi Elss Tax Saver Fund
-0.43%
-0.33%
1.20%
2.52%
14.47%
28.40%
15.99%
13.02%
10.77%
%
%
Franklin India Taxshield
-0.52%
-0.60%
1.94%
6.98%
24.17%
44.98%
23.30%
18.24%
14.65%
16.70%
17.41%
HDFC Taxsaver
-0.44%
-0.33%
2.01%
6.98%
26.71%
45.32%
27.42%
18.08%
13.88%
15.44%
16.80%
HSBC Tax Saver Equity Fund
-0.59%
0.15%
3.50%
7.10%
24.08%
42.40%
20.81%
16.99%
12.64%
15.24%
15.96%
ICICI Prudential Long Term Equity Fund (Tax Saving)
-0.85%
-0.87%
1.34%
5.95%
20.66%
35.30%
19.29%
16.43%
14.02%
15.57%
%
IDFC Tax Advantage (Elss) Fund
-0.62%
-0.55%
0.73%
4.44%
20.23%
36.85%
22.33%
20.35%
16.51%
18.26%
17.98%
Indiabulls Tax Savings Fund
-0.59%
-0.05%
1.09%
5.70%
24.16%
37.61%
18.21%
14.25%
%
%
%
Invesco India Tax Plan
-0.55%
0.01%
2.28%
5.16%
21.93%
41.65%
18.14%
17.25%
14.84%
16.98%
18.07%
ITI Long Term Equity Fund
-0.97%
0.65%
4.53%
10.13%
32.44%
54.90%
19.95%
%
%
%
%
JM Tax Gain Fund
-0.28%
0.82%
5.70%
11.95%
30.28%
50.64%
24.13%
21.42%
16.88%
18.65%
15.84%
Kotak Tax Saver Fund
-0.78%
-0.11%
3.36%
11.48%
25.19%
39.12%
22.05%
19.62%
15.50%
18.23%
16.59%
LIC Mf Tax Plan
-0.34%
0.76%
2.94%
9.21%
17.51%
31.92%
17.73%
15.33%
13.12%
14.71%
13.50%
Mahindra Manulife Elss Kar Bachat Yojana
-0.26%
-0.04%
2.47%
5.42%
19.80%
33.94%
20.29%
17.80%
12.79%
%
%
Mirae Asset Tax Saver Fund
-0.62%
-0.41%
2.00%
5.94%
21.71%
35.02%
18.59%
19.48%
17.18%
%
%
Motilal Oswal Long Term Equity Fund (Moflte)
-0.50%
0.49%
4.87%
12.35%
35.73%
58.94%
26.30%
21.49%
16.11%
%
%
Parag Parikh Tax Saver Fund
-0.01%
0.11%
1.99%
3.40%
18.24%
31.98%
22.12%
%
%
%
%
Quant Tax Plan
-0.56%
-0.56%
1.53%
7.17%
36.64%
57.97%
29.26%
32.33%
24.21%
25.67%
18.65%
Nippon India Tax Saver (Elss) Fund
-0.48%
0.51%
3.53%
7.61%
26.39%
44.56%
22.91%
15.86%
10.85%
14.90%
16.70%
SBI Long Term Equity Fund
-0.49%
-0.24%
2.65%
8.71%
34.26%
58.89%
28.80%
22.23%
17.15%
17.35%
16.98%
Shriram Long Term Equity Fund
-0.56%
-0.28%
2.66%
3.27%
26.16%
38.61%
18.19%
15.77%
%
%
%
Sundaram Diversified Equity
-0.93%
-0.43%
0.66%
4.61%
15.82%
27.58%
18.02%
14.38%
10.89%
14.41%
14.00%
Sundaram Tax Savings Fund
-0.80%
-0.46%
2.02%
7.73%
19.94%
34.65%
%
%
%
%
%
Tata India Tax Savings Fund
-0.54%
-0.39%
2.13%
5.15%
19.48%
34.07%
19.65%
16.94%
14.05%
%
%
Taurus Tax Shield
0.08%
-0.48%
1.09%
1.73%
23.23%
36.58%
19.97%
16.15%
14.07%
15.12%
15.40%
Union Long Term Equity Fund
-0.36%
-0.05%
1.93%
5.40%
20.15%
36.70%
21.10%
19.38%
14.93%
14.60%
%
UTI Long Term Equity Fund (Tax Saving)
-0.66%
-0.08%
2.50%
4.48%
16.59%
31.85%
16.00%
16.47%
12.94%
14.50%
14.41%
PGIM India Elss Tax Saver Fund
-0.84%
-0.84%
1.19%
5.08%
13.75%
22.89%
17.61%
16.53%
13.36%
%
%
Quantum Tax Saving Fund
-0.36%
-0.10%
2.38%
5.33%
23.86%
40.38%
19.06%
15.14%
12.39%
%
%
Axis Long Term Equity Fund
-0.47%
-0.06%
0.27%
9.25%
20.64%
31.19%
12.12%
14.40%
13.37%
16.10%
%

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Tax Relief '96
-0.69%
-0.09%
2.48%
6.18%
20.91%
34.16%
13.10%
12.13%
11.36%
15.62%
%
Baroda BNP Paribas Elss Fund
-0.48%
0.56%
3.85%
8.81%
28.96%
46.59%
%
%
%
%
%
Bank Of India Tax Advantage Fund
-0.57%
-0.07%
3.00%
10.53%
35.67%
55.95%
26.40%
27.72%
21.36%
20.88%
%
Canara Robeco Equity Tax Saver Fund
-0.66%
0.08%
1.84%
6.24%
21.34%
33.82%
19.63%
20.60%
17.69%
17.83%
%
DSP Tax Saver Fund
-0.36%
0.48%
4.01%
6.76%
26.80%
44.95%
22.75%
21.23%
17.13%
19.60%
%
Edelweiss Long Term Equity Fund (Tax Savings)
-0.70%
-0.15%
1.54%
6.68%
23.02%
36.96%
20.86%
18.32%
14.31%
16.09%
%
Navi Elss Tax Saver Fund
-0.43%
-0.31%
1.36%
2.99%
15.60%
30.89%
18.22%
15.12%
12.78%
%
%
Franklin India Taxshield
-0.52%
-0.59%
2.00%
7.16%
24.64%
46.19%
24.33%
19.28%
15.69%
17.76%
%
HDFC Taxsaver
-0.44%
-0.33%
2.06%
7.14%
27.09%
46.19%
28.20%
18.78%
14.59%
16.15%
%
HSBC Tax Saver Equity Fund
-0.59%
0.16%
3.58%
7.32%
24.61%
43.77%
22.19%
18.39%
13.84%
16.34%
%
ICICI Prudential Long Term Equity Fund (Tax Saving)
-0.84%
-0.86%
1.40%
6.13%
21.06%
36.17%
20.11%
17.23%
14.92%
16.59%
%
IDFC Tax Advantage (Elss) Fund
-0.62%
-0.54%
0.82%
4.73%
20.92%
38.41%
23.76%
21.73%
17.87%
19.68%
%
Indiabulls Tax Savings Fund
-0.58%
-0.05%
1.18%
6.07%
25.05%
39.61%
20.14%
16.38%
%
%
%
Invesco India Tax Plan
-0.55%
0.02%
2.38%
5.48%
22.65%
43.34%
19.60%
18.69%
16.36%
18.65%
%
ITI Long Term Equity Fund
-0.96%
0.67%
4.68%
10.62%
33.64%
57.72%
22.35%
%
%
%
%
JM Tax Gain Fund
-0.27%
0.83%
5.82%
12.33%
31.08%
52.30%
25.32%
22.48%
17.86%
19.93%
%
Kotak Tax Saver Fund
-0.78%
-0.10%
3.46%
11.81%
25.96%
40.85%
23.66%
21.17%
16.96%
19.73%
%
LIC Mf Tax Plan
-0.34%
0.77%
3.04%
9.58%
18.21%
33.35%
19.07%
16.66%
14.45%
15.91%
%
Mahindra Manulife Elss Kar Bachat Yojana
-0.25%
-0.02%
2.60%
5.82%
20.75%
36.08%
22.32%
19.78%
14.86%
%
%
Mirae Asset Tax Saver Fund
-0.62%
-0.40%
2.08%
6.19%
22.31%
36.37%
19.94%
21.05%
18.72%
%
%
Motilal Oswal Long Term Equity Fund (Moflte)
-0.49%
0.50%
4.98%
12.68%
36.54%
60.86%
27.86%
23.05%
17.60%
%
%
Parag Parikh Tax Saver Fund
-0.01%
0.12%
2.08%
3.67%
18.88%
33.43%
23.65%
%
%
%
%
Quant Tax Plan
-0.56%
-0.55%
1.61%
7.40%
37.31%
59.68%
31.28%
34.52%
25.83%
26.94%
%
Nippon India Tax Saver (Elss) Fund
-0.48%
0.52%
3.59%
7.78%
26.81%
45.54%
23.77%
16.67%
11.70%
15.78%
%
SBI Long Term Equity Fund
-0.48%
-0.24%
2.71%
8.88%
34.73%
60.02%
29.64%
23.01%
17.92%
18.09%
%
Shriram Long Term Equity Fund
-0.56%
-0.27%
2.80%
3.67%
27.18%
40.91%
20.26%
17.89%
%
%
%
Sundaram Diversified Equity
-0.93%
-0.42%
0.70%
4.75%
16.15%
28.32%
18.70%
14.96%
11.47%
14.95%
%
Sundaram Tax Savings Fund
-0.80%
-0.45%
2.06%
7.87%
20.27%
35.38%
%
%
%
%
%
Tata India Tax Savings Fund
-0.53%
-0.38%
2.22%
5.43%
20.14%
35.57%
21.08%
18.45%
15.54%
%
%
Taurus Tax Shield
0.09%
-0.47%
1.16%
1.92%
23.63%
37.48%
20.79%
16.97%
14.83%
15.99%
%
Union Long Term Equity Fund
-0.36%
-0.06%
2.01%
5.61%
20.67%
37.89%
22.09%
20.17%
15.69%
15.39%
%
UTI Long Term Equity Fund (Tax Saving)
-0.66%
-0.07%
2.60%
4.75%
17.20%
33.21%
17.17%
17.61%
14.02%
15.59%
%
PGIM India Elss Tax Saver Fund
-0.87%
-0.84%
1.33%
5.46%
14.60%
24.70%
19.28%
18.15%
15.08%
%
%
Quantum Tax Saving Fund
-0.35%
-0.09%
2.47%
5.61%
24.53%
41.72%
19.83%
15.81%
12.93%
14.55%
16.75%
Axis Long Term Equity Fund
-0.47%
-0.05%
0.33%
9.45%
21.09%
32.18%
13.02%
15.34%
14.37%
17.24%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Tax Relief '96
31.19%
15.70%
14.29%
11.82%
11.68%
12.77%
Baroda BNP Paribas Elss Fund
45.11%
%
%
%
%
%
Bank Of India Tax Advantage Fund
58.09%
29.65%
29.07%
24.02%
20.49%
17.68%
Canara Robeco Equity Tax Saver Fund
30.88%
18.20%
20.79%
18.70%
16.69%
15.61%
DSP Tax Saver Fund
41.37%
23.46%
23.86%
20.07%
17.81%
17.01%
Edelweiss Long Term Equity Fund (Tax Savings)
32.98%
19.64%
19.82%
16.27%
14.19%
13.69%
Navi Elss Tax Saver Fund
21.90%
15.63%
16.36%
13.63%
%
%
Franklin India Taxshield
41.36%
24.87%
24.31%
19.36%
16.32%
15.74%
HDFC Taxsaver
43.44%
27.91%
25.73%
19.76%
16.31%
14.87%
HSBC Tax Saver Equity Fund
40.74%
21.95%
21.35%
17.11%
14.95%
14.45%
ICICI Prudential Long Term Equity Fund (Tax Saving)
32.20%
19.28%
20.52%
17.34%
15.14%
15.11%
IDFC Tax Advantage (Elss) Fund
31.28%
21.78%
25.21%
20.37%
17.97%
17.05%
Indiabulls Tax Savings Fund
37.81%
20.41%
18.48%
%
%
%
Invesco India Tax Plan
36.87%
20.12%
20.05%
17.09%
15.56%
15.67%
ITI Long Term Equity Fund
56.80%
28.05%
%
%
%
%
JM Tax Gain Fund
50.58%
27.32%
25.61%
21.22%
18.55%
16.50%
Kotak Tax Saver Fund
41.13%
23.83%
23.60%
19.85%
17.44%
15.78%
LIC Mf Tax Plan
29.10%
17.90%
17.99%
15.31%
13.81%
12.98%
Mahindra Manulife Elss Kar Bachat Yojana
30.16%
19.57%
21.46%
17.37%
%
%
Mirae Asset Tax Saver Fund
32.29%
19.38%
21.68%
19.16%
%
%
Motilal Oswal Long Term Equity Fund (Moflte)
60.85%
31.55%
27.16%
21.32%
%
%
Parag Parikh Tax Saver Fund
30.24%
21.48%
%
%
%
%
Quant Tax Plan
59.99%
31.27%
36.34%
30.14%
25.88%
20.78%
Nippon India Tax Saver (Elss) Fund
43.19%
24.56%
23.59%
17.26%
13.94%
14.37%
SBI Long Term Equity Fund
58.28%
33.52%
29.48%
23.09%
18.62%
16.40%
Shriram Long Term Equity Fund
38.74%
20.60%
18.76%
%
%
%
Sundaram Diversified Equity
23.49%
16.70%
18.38%
14.78%
13.30%
12.82%
Sundaram Tax Savings Fund
32.01%
%
%
%
%
%
Tata India Tax Savings Fund
30.00%
19.44%
20.17%
17.06%
%
%
Taurus Tax Shield
33.81%
22.10%
20.60%
16.96%
15.23%
13.77%
Union Long Term Equity Fund
32.58%
20.56%
22.18%
18.85%
15.63%
%
UTI Long Term Equity Fund (Tax Saving)
26.91%
15.77%
18.33%
15.79%
14.11%
13.28%
PGIM India Elss Tax Saver Fund
19.81%
15.09%
18.93%
16.25%
%
%
Quantum Tax Saving Fund
37.41%
21.91%
21.12%
16.68%
%
%
Axis Long Term Equity Fund
31.85%
14.51%
15.21%
14.00%
13.62%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Tax Relief '96
32.20%
16.57%
15.21%
12.76%
12.67%
%
Baroda BNP Paribas Elss Fund
46.83%
%
%
%
%
%
Bank Of India Tax Advantage Fund
59.70%
30.97%
30.44%
25.31%
21.82%
%
Canara Robeco Equity Tax Saver Fund
32.40%
19.63%
22.28%
20.06%
17.89%
%
DSP Tax Saver Fund
42.68%
24.58%
25.02%
21.17%
18.89%
%
Edelweiss Long Term Equity Fund (Tax Savings)
35.22%
21.61%
21.83%
18.16%
15.88%
%
Navi Elss Tax Saver Fund
24.31%
17.82%
18.57%
15.69%
%
%
Franklin India Taxshield
42.48%
25.87%
25.34%
20.34%
17.31%
%
HDFC Taxsaver
44.31%
28.67%
26.46%
20.44%
16.97%
%
HSBC Tax Saver Equity Fund
42.02%
23.21%
22.73%
18.37%
16.10%
%
ICICI Prudential Long Term Equity Fund (Tax Saving)
33.07%
20.04%
21.32%
18.13%
16.02%
%
IDFC Tax Advantage (Elss) Fund
32.81%
23.17%
26.66%
21.70%
19.28%
%
Indiabulls Tax Savings Fund
39.77%
22.25%
20.65%
%
%
%
Invesco India Tax Plan
38.53%
21.52%
21.49%
18.51%
17.06%
%
ITI Long Term Equity Fund
59.66%
30.36%
%
%
%
%
JM Tax Gain Fund
52.35%
28.57%
26.75%
22.24%
19.66%
%
Kotak Tax Saver Fund
42.87%
25.38%
25.19%
21.33%
18.89%
%
LIC Mf Tax Plan
30.58%
19.17%
19.32%
16.60%
15.04%
%
Mahindra Manulife Elss Kar Bachat Yojana
32.25%
21.51%
23.48%
19.29%
%
%
Mirae Asset Tax Saver Fund
33.60%
20.63%
23.15%
20.64%
%
%
Motilal Oswal Long Term Equity Fund (Moflte)
62.78%
33.07%
28.69%
22.75%
%
%
Parag Parikh Tax Saver Fund
31.68%
22.91%
%
%
%
%
Quant Tax Plan
61.64%
32.95%
38.53%
32.02%
27.34%
%
Nippon India Tax Saver (Elss) Fund
44.16%
25.39%
24.43%
18.03%
14.73%
%
SBI Long Term Equity Fund
59.40%
34.38%
30.30%
23.83%
19.33%
%
Shriram Long Term Equity Fund
41.01%
22.60%
20.82%
%
%
%
Sundaram Diversified Equity
24.20%
17.36%
19.03%
15.36%
13.86%
%
Sundaram Tax Savings Fund
32.74%
%
%
%
%
%
Tata India Tax Savings Fund
31.46%
20.81%
21.64%
18.49%
%
%
Taurus Tax Shield
34.71%
22.90%
21.41%
17.73%
16.02%
%
Union Long Term Equity Fund
33.74%
21.57%
23.11%
19.65%
16.40%
%
UTI Long Term Equity Fund (Tax Saving)
28.25%
16.92%
19.52%
16.90%
15.18%
%
PGIM India Elss Tax Saver Fund
21.59%
16.76%
20.61%
17.89%
%
%
Quantum Tax Saving Fund
38.87%
22.80%
21.88%
17.33%
14.88%
14.23%
Axis Long Term Equity Fund
32.84%
15.37%
16.13%
14.93%
14.63%
%